See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRECEPT ADVISORY GROUP3 years Service code 27 · EIN 56-1623293 | Advisory (Plan) | $11,178 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,709 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,166 | $80,968+69.4% | $96,544+42.1% | $75,163+82.5% |
| Participation rate | 94.8% | 71.8%+23.0pp | 76.0%+18.8pp | 67.2%+27.6pp |
| Annual return | 16.57% | 27.06%-10.5pp | 25.84%-9.3pp | 160.62%-144.0pp |
| Employer contribution / active EE | $5,929 | $2,282+159.8% | $2,965+100.0% | $2,670+122.1% |
| Participant deferral / active EE | $7,619 | $3,928+94.0% | $4,851+57.1% | $4,125+84.7% |
| Admin fee / account holder | -$77 | $6,724-101.1% | $8,252-100.9% | $5,651-101.4% |